Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q2 2023
Top Holdings1,133 positions
APPLE INC | 40.1M | $7.8B | 6.1% | $47.90 | +299.02% | 18 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 19.8M | $6.7B | 5.3% | $122.40 | +171.29% | 18 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 24.3M | $3.2B | 2.5% | $90.08 | +44.71% | 18 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 7.3M | $3.1B | 2.4% | $5.75 | +632.83% | 18 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 9.2M | $2.4B | 1.9% | $63.94 | +309.41% | 18 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 15.2M | $1.8B | 1.4% | $58.14 | +106.11% | 18 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 15.3M | $1.8B | 1.4% | $60.23 | +96.85% | 18 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 6.1M | $1.8B | 1.4% | $166.64 | +70.58% | 18 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.8M | $1.4B | 1.1% | $227.19 | +97.90% | 18 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 11.1M | $1.2B | 0.9% | $58.45 | +66.25% | 18 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 7.1M | $1.2B | 0.9% | $115.27 | +30.90% | 18 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 3.2M | $1.1B | 0.9% | $202.94 | +68.03% | 18 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO. | 7.5M | $1.1B | 0.9% | $84.46 | +60.09% | 18 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 4.6M | $1.1B | 0.8% | $151.35 | +53.08% | 18 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 2.2M | $1B | 0.8% | $123.20 | +272.09% | 18 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.1M | $959.4M | 0.7% | $26.91 | +210.35% | 18 qtrssince 2019-Q1 | Decreased 0 |
PROCTER AND GAMBLE CO | 6.3M | $953.5M | 0.7% | $88.76 | +56.99% | 18 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 2.8M | $884.5M | 0.7% | $164.00 | +74.27% | 18 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 2.2M | $862M | 0.7% | $230.20 | +67.59% | 18 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO INC | 7.4M | $856.5M | 0.7% | $64.09 | +63.20% | 18 qtrssince 2019-Q1 | Decreased 0 |
Sumitomo Mitsui Trust Group, Inc. manages $128.4B across 1133 positions as of Q2 2023. Top holdings: AAPL (6.1%), MSFT (5.3%), AMZN (2.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 38 new positions, 51 exits, 196 increased. No standout high-conviction moves this quarter. Portfolio: $128.4B across 1133 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR